We serve families and professionals locally in the San Diego area and by virtual meetings across the country.
We provide a complimentary initial meeting to prospective clients.
After this initial meeting, we offer a $500 written financial assessment in which we summarize potential planning opportunities, investment opportunities, risks, and potential savings such as reduced investment management fees, lower taxes, lower insurance costs, etc.
This financial assessment also includes an estimate of what our advisory fees will be – allowing you to make an informed decision as to whether or not you wish to retain our services.
Financial Alternatives, Inc.
7825 Fay Ave, Suite 210
La Jolla, CA 92037
phone: (858) 459-8289
fax: (858) 459-8258
Schedule an Appointment
Parking: We provide parking validation if you decide to use the garage under the 7825 Fay/Merrill Lynch building. The entrance is on Fay Avenue, across the street from the Inn by the Sea.
You can park in the visitor spaces on the first level or any other unreserved parking space on the remaining two levels.